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Program Details
On Demand

Advanced Asset Protection Strategies in Florida: Overcoming Legal and Ethical Challenges



Content Partner:  Florida - NBI, Inc.
Price: $180.00*
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart

Description:

Never before have there been so many choices when it comes to asset protection for your clients. Knowing how to advise your clients properly requires an in-depth understanding of the alternatives. Your clients rely on you to steer them in the right direction. Make sure you know the wealth management techniques that will best fortify their capital, property and possessions. Register Today!

  • Properly structure and fund FLPs and LLCs that shelter wealth to ensure compliance.
  • Learn how to effectively protect yourself from fraudulent transfers.
  • Gain valuable insight into the laws governing asset protection to avoid legal and ethical obstacles.

This advanced level seminar will provide an in-depth look at advising clients on asset protection alternatives for:

 

  • Attorneys
  • Accountants
  • CPAs
  • Financial Planners
  1. ETHICAL AND PLANNER LIABILITY ISSUES: PROTECTING YOURSELF FROM FRAUDULENT TRANSFERS
    1. Who Is Your Client?
    2. Professional Conduct
    3. Proper Reasons to Transfer Assets
    4. Intentional vs. Constructive Fraud
    5. Lawyer's Liability
    6. Financial Advisor's Liability
    7. Accountant's Liability
  2. TITLING OF ASSETS AND FAMILY LAW
    1. Marital vs. Non-Marital Property
    2. Co-mingling and Enhancement
  3. ACCOUNTING COMPLIANCE ISSUES
  4. CORPORATIONS, FAMILY LIMITED PARTNERSHIPS AND LIMITED LIABILITY COMPANIES
    1. Factors Which May Lead a Court to Deny the Separate Legal Existence of a Corporation
    2. Inside/Outside Protection and Protection of Stock Strategy
    3. Structuring and Funding the FLP/LLC
    4. Planning with Albright in Mind
    5. Effect of a "Charging Order" FLP


Practice Areas: Estate Planning & Probate, Ethics & Professional Responsibility, Wills & Trusts
Online Media Type: Audio
Production Date: 07/12/2007
Level: Advanced
Category: Standard
Duration: 2 Hours, 40 Minutes
Online Format: On Demand
Course Type: Public

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 

 

West LegalEdcenter will not provide accreditation for states not listed. 



CLE Scholarship information
Tuition Assistance for legal professionals taking our programs. Learn more about the program.


This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.







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Credit Eligibility:
Click on the jurisdiction to view credit eligibility details for this program

NJ
New Jersey
Total Credits: 3.2
Specialty Credits: Ethics and Professionalism 0.6
Status: Accredited
Expiration: N/A
Training Type: Alternate Format

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Request credits for a state not listed.

Check your state requirements and get contact information.
Speakers:
Leslie A. Share - Packman Neuwahl & Rosenberg, Miami, FL
Nick Jovanovich - Berger Singerman, Fort Lauderdale, FL
Lazaro J. Mur - Nixon Peabody, LLP, Palm Beach Gardens, FL
Peter A. Blatt - Blatt Financial Group, LLC, Palm Beach Gardens, FL
Eduardo R. Arista - Arista & Herran, Coral Gables, FL
Denis A. Kleinfeld - Rothstein Rosenfeldt Adler, Attorneys at Law, Fort Lauderdale, FL
Kira E. Willig - Arista & Herran, Coral Gables, FL
Howard J. Wiener - Nixon Peabody, LLP, Palm Beach Gardens, FL
Carl H. Linder - Rothstein Rosenfeldt Adler, Attorneys at Law, Fort Lauderdale, FL
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


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